The market is looking for direction, pinned between seasonal weakness and verbal intervention from Saudi/Russia defending the $60 bbl in Brent. We see better entry points ahead for commercial producers…
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The length built by the investor community means oil markets are much more susceptible to macro variables, while the repricing of volatility and backwardation challenge producer hedging programs. Saudi and…
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Brent selling ignited from a spill-over of equity quant funds rebalancing as volatility across all assets increased. There is a genuine fear that we might be in the middle of…
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At this juncture, oil markets must be traded in the broader global, macro context of “risk assets”, especially equities as oil has seen a surge of investor flows pile into…
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At this juncture, oil markets must be traded in the broader global, macro context of “risk assets”, especially equities as oil has seen a surge of investor flows pile into…
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